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KB证券上调目标至10500点，AI芯片需求推高预期
发布: · 来源: mk.co.kr
一句$话总结: 据mk.co.kr报道，KB证券因AI投资扩大上调半导体业绩展望，将年内指数目标从7500点提高至10500点，升幅达40%。
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KB证券提出，指数年内可能升至10500点。据mk.co.kr报道，KB证券以AI需求扩大为理由，大幅上调半导体业绩预测，并将目标值从原先的7500点提高至10500点，上调幅度为40%。该机构预计，三星电子与SK海力士2026年合计营业利润将达到630万亿韩元。KB证券认为，受AI投资推动，业绩预期上调速度已领先于指数上涨速度。不过，该机构也保留短期调整可能性，同时表示难以将当前走势简单判定为泡沫。来源: mk.co.kr
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